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Toronto Dominion Bank
TD

Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
451
United Capital Financial Advisors
Texas
$310K +$2.61K +40 +1%
FOA
452
Five Oceans Advisors
California
$300K +$26.8K +411 +11%
CH
453
Cromwell Holdings
Wyoming
$300K +$59.8K +916 +29%
BST
454
Bath Savings Trust
Maine
$300K – – –
BFG
455
Birch Financial Group
New Hampshire
$298K -$457 -7 -0.2%
IFA
456
Independence Financial Advisors
New Hampshire
$297K – – –
CT
457
Coastline Trust
Rhode Island
$294K – – –
GC
458
GMT Capital
Georgia
$291K – – –
LFA
459
Legacy Financial Advisors
Kentucky
$290K +$29.3K +449 +13%
MFG
460
Merit Financial Group
Georgia
$288K +$256K +3,922 New
JSW
461
Journey Strategic Wealth
New Jersey
$285K +$254K +3,886 New
WT
462
Whittier Trust
California
$279K -$35.9K -550 -13%
WSFS
463
Wilmington Savings Fund Society
Delaware
$276K – – –
KWM
464
Kingsview Wealth Management
Oregon
$273K – – –
EAM
465
Empirical Asset Management
Massachusetts
$272K – – –
UB
466
Umpqua Bank
Oregon
$270K – – –
MCM
467
MAI Capital Management
Ohio
$270K +$42.8K +656 +22%
MTWM
468
Masso Torrence Wealth Management
New Jersey
$266K -$3.07K -47 -1%
JWBC
469
J.W. Burns & Co
New York
$266K -$1.76K -27 -0.7%
CFO
470
CVA Family Office
Colorado
$266K – – –
KIA
471
KCM Investment Advisors
California
$265K -$72.8K -1,115 -24%
ONSWM
472
Old North State Wealth Management
North Carolina
$265K -$25.1K -384 -10%
WT
473
Washington Trust
Rhode Island
$265K +$39.2K +600 +20%
ATC
474
Adirondack Trust Company
New York
$262K – – –
MIC
475
Means Investment Company
Maine
$262K +$914 +14 +0.4%
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